PFG
XYZ

Piershale Financial Group’s Block Inc XYZ Stock Holding History

Piershale Financial Group’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$5.26K Hold
79
– – ﹤0.01% 163
2023
Q1 		$5.42K Hold
79
– – ﹤0.01% 160
2022
Q4 		$4.96K Buy
+79
New +$4.87K ﹤0.01% 174

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Piershale Financial Group's XYZ Position: Q2 2023 in Review

Piershale Financial Group held its Block Inc (XYZ) position steady in Q2 2023 at 79 shares worth $5.26K. The position accounts for ﹤0.01% of the portfolio, ranked #163.

Piershale Financial Group first reported a position in XYZ in Q4 2022 and has held it in 3 quarters since. The position peaked at $5.42K in Q1 2023. 969 funds tracked by Wall St. Rank hold XYZ as of Q2 2023.

  • Piershale Financial Group held 79 shares of Block Inc worth $5.26K as of Q2 2023.
  • Piershale Financial Group left its Block Inc share count unchanged in Q2 2023.
  • Block Inc made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #163 holding.
  • Piershale Financial Group first reported a position in Block Inc in Q4 2022 and has held it in 3 quarters since.
  • Piershale Financial Group's Block Inc position peaked at $5.42K in Q1 2023.
  • 969 funds tracked by Wall St. Rank held Block Inc as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.